Coury Firm Asset Management’s JPMorgan Chase JPM Stock Holding History

Coury Firm Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$365K	Sell	2,517 -104	-4%	-$15.6K	0.58%	22
2023 Q2	$381K	Buy	2,621 +7	+0.3%	+$963	0.55%	28
2023 Q1	$341K	Buy	2,614 +920	+54%	+$126K	0.48%	36
2022 Q4	$227K	Buy	+1,694	New	+$215K	0.34%	42
2022 Q2	–	Sell	-1,755	Closed	-$239K	–	55
2022 Q1	$239K	Buy	1,755 +39	+2%	+$5.76K	0.21%	52
2021 Q4	$272K	Buy	+1,716	New	+$282K	0.21%	50

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Coury Firm Asset Management's JPM Position: Q3 2023 in Review

Coury Firm Asset Management reduced its JPMorgan Chase (JPM) stake by 4% in Q3 2023, selling an estimated $15.6K and leaving 2,517 shares worth $365K. The position accounts for 0.58% of the portfolio, ranked #22.

Coury Firm Asset Management first reported a position in JPM in Q4 2021 and has held it in 6 quarters since. The position peaked at $381K in Q2 2023. 3,702 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Coury Firm Asset Management held 2,517 shares of JPMorgan Chase worth $365K as of Q3 2023.
Coury Firm Asset Management sold 104 JPMorgan Chase shares in Q3 2023, an estimated $15.6K.
JPMorgan Chase made up 0.58% of Coury Firm Asset Management's portfolio in Q3 2023, its #22 holding.
Coury Firm Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 6 quarters since.
Coury Firm Asset Management's JPMorgan Chase position peaked at $381K in Q2 2023.
3,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.